HURLBURT FINANCIAL
Lakeland, FL
AUM
$70.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
SUB-ADVISOR FEES
863-701-9717
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in FL
450 advisers found
PROSPERITUS WEALTH ADVISORS
Coral Springs, FL
AUM
$69.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
954 400-1470
CARUSO AND COMPANY, P.A., CERTIFIED PUBLIC ACCOUNTANTS
Deerfield Beach, FL
AUM
$68.4M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
954-571-2020
CELA WEALTH MANAGEMENT
Miami, FL
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
305-667-8123
PELION INVESTMENT ADVISORS, INC.
Tampa, FL
AUM
$61.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
917-639-5451
FIRST DOWN FINANCIAL
Oviedo, FL
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
407-542-7232
AVANTI WEALTH MANAGEMENT
Longwood, FL
AUM
$55.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
407-331-7330
BERGER WEALTH MANAGEMENT, LLC
Naples, FL
AUM
$55.1M
Wealth MgmtInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
239-572-3720
WAKEFUL
Miami, FL
AUM
$54.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(305) 582-3796
FIVENCA ASSET MANAGEMENT
Miami, FL
AUM
$52.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
646-348-0896
CLARITY FINANCIAL DESIGN
Sarasota, FL
AUM
$51.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
407-494-0593
AUM
$50.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
561-972-7797
NEWELL WEALTH MANAGEMENT, LLC
Winter Garden, FL
AUM
$49.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(407) 337-7128
SICKLE HUNTER FINANCIAL ADVISORS
Tampa, FL
AUM
$45.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
8133216423
GREY RHODES ADVISORS, LLC
Palm Beach Gardens, FL
AUM
$43.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
561-453-2292
ADVISE FINANCIAL
Boca Raton, FL
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(561) 45482-84
IQ PORTFOLIOS
Windermere, FL
AUM
$42.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
800-558-7969
DELGADO PRIVATE WEALTH MANAGEMENT LLC
Naples, FL
AUM
$41.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
239-422-5466
CAMERONDOWNING, INC.
Miami, FL
AUM
$40.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(305) 564-3794
LENTZ ADVISORS
Gainesville, FL
AUM
$40.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
352-375-5283
ASCENT WEALTH MANAGEMENT GROUP, LLC
Coral Gables, FL
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
305-444-7317
JB MERIDIAN ADVISORS, LLC
Clermont, FL
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(877) 398-0051
BARLAS O'REILLY WEALTH MANAGEMENT, LLC
Tarpon Springs, FL
AUM
$35.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
727-474-0382
OAKMONTE WEALTH MANAGEMENT
Orlando, FL
AUM
$34.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
407-412-9255